JJR Financial - Northwestern Mutual

10/16/2026

Many short-term disability insurance policies offer coverage for mental health conditions. Learn more about this important coverage.

If you can’t work due to mental health challenges, short-term disability may be able to help. Learn the typical qualifying conditions, how to claim, and what to expect.

10/15/2026

HSAs offer a triple tax advantage, which can make them a uniquely powerful financial planning tool. Learn how to maximize your account.

10/14/2026

Northwestern Mutual’s 2025 Planning & Progress Study illuminated financial blind spots among Americans. Here are resolutions to help you address them in 2026.

Our Planning & Progress Study illuminated financial blind spots among Americans. Here are resolutions to help you address them in 2026.

10/13/2026

Planning is the first step toward reaching your financial goals. Here’s how creating a road map can help you get further.

Financial planning is about more than just saving or investing: A holistic financial plan can give you the road map to secure your future for generations to come.

10/12/2026

Make sure you have the financial support you might need someday.

Learn about short-term disability insurance—such as waiting periods; eligibility; and how quickly benefits begin after an illness, injury or pregnancy.

10/09/2026

Here’s a look at how Social Security will change in 2026. Please reach out if you have any questions.

 The Social Security Administration has announced its annual cost-of-living adjustment for 2026. Here’s how much more you can expect.

10/08/2026

A declining 401(k) balance may or may not be cause for concern—depending on how far you are from retirement. If you’ve got questions, let’s take a look at your plan.

Here’s what to do—and not do—when you see your 401(k) balance go down.

10/07/2026

The timing of your Social Security claim impacts your benefits. Let me guide you in making the best decision for your future. Your benefit will look quite different depending on when you start taking it. I can help you make the best claiming decision for you.

How old you are when you start taking your benefit will impact how much you get.

10/06/2026

If you’re thinking about making a significant contribution, these can be great vehicles to do so. Let’s discuss which tool best fits your charitable giving plan and tax strategy.

People looking to make significant charitable contributions often use donor-advised funds or a private foundation. We look at the pros and cons of each method.

10/05/2026

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